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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,764 | $99,011-92.2% | $86,582-91.0% | $147,586-94.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.49% | 1312.75%-1305.3pp | 965.08%-957.6pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,508 | $3,132-51.9% | $2,839-46.9% | $4,876-69.1% |
| Participant deferral / active EE | $2,240 | $3,972-43.6% | $3,609-37.9% | $5,439-58.8% |
| Admin fee / account holder | $1,208 | $5,709-78.8% | $4,904-75.4% | $10,886-88.9% |